Geneos Wealth Management’s Kandi Technologies Group KNDI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-350
| Closed | -$2K | – | 2994 |
|
2021
Q1 | $2K | Hold |
350
| – | – | ﹤0.01% | 2898 |
|
2020
Q4 | $2K | Hold |
350
| – | – | ﹤0.01% | 2705 |
|
2020
Q3 | $2K | Hold |
350
| – | – | ﹤0.01% | 2417 |
|
2020
Q2 | $1K | Buy |
+350
| New | +$1K | ﹤0.01% | 2477 |
|
2020
Q1 | – | Sell |
-3,850
| Closed | -$18K | – | 2551 |
|
2019
Q4 | $18K | Hold |
3,850
| – | – | ﹤0.01% | 1731 |
|
2019
Q3 | $18K | Hold |
3,850
| – | – | ﹤0.01% | 1656 |
|
2019
Q2 | $18K | Hold |
3,850
| – | – | ﹤0.01% | 1679 |
|
2019
Q1 | $21K | Sell |
3,850
-3,000
| -44% | -$16.4K | ﹤0.01% | 1546 |
|
2018
Q4 | $25K | Buy |
6,850
+3,000
| +78% | +$10.9K | ﹤0.01% | 1403 |
|
2018
Q3 | $18K | Hold |
3,850
| – | – | ﹤0.01% | 1621 |
|
2018
Q2 | $16K | Buy |
+3,850
| New | +$16K | ﹤0.01% | 1542 |
|